Custom ASICs will dominate: startups race to build their own inference chips
ai · x · 2026-11-10
Nojan Sheybani argues custom ASICs will dominate in coming years, as compute-heavy startups and companies push to build their own chips optimized for workloads like inference or products like satellites and robotics. The quoted discussion highlights three things to watch: the arrival of the ASIC era, the inference era, and who holds the competitive edge in memory and the broader supply chain.
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